NE
CFA
NE
CFA

Nathaniel Hastings Eichert

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

Eight Tower Bridge, Suite 1200, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Nathaniel is an investment adviser representative of MMA Asset Management LLC, providing wealth management and financial planning services. He also supports life insurance services for Marsh & McLennan Agency LLC, which is not investment-related.

Employment History
Current Registrations
Mma Securities LLCBroker
March 2025 - Present · 11 mos
Mma Asset Management LLC
March 2025 - Present · 11 mos
Mma Securities LLC
March 2025 - Present · 11 mos
Previous Registrations
Sei Investments Distribution CO.Broker
February 2024 - March 2025 · 1 yr 1 mo
Sei Investments Distribution CO.Broker
July 2019 - July 2022 · 3 yrs
Lincoln Financial Securities CorporationBroker
May 2016 - June 2018 · 2 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
May 2016 - June 2018 · 2 yrs 1 mo
Vanguard Marketing CorporationBroker
July 2015 - June 2016 · 11 mos
State Registrations11 states
AZCAFLILMDMINJNYORPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.